Re: How can I enter a sales budget in ACT! ??

If you are comfortable using Excel, you could analyse your data within Excel. One very quick and easy way is to use the 1-click to excel button. A more complex way is to utilise the OLEDB2 provider as a data source for Excel.

Re: How can I enter a sales budget in ACT! ??

Some time back I created a report for a client with similar requirements. They wanted a monthly analysis for sales against quota with accumulations for the year. As I recall without digging out the report template i used an opportunity for each user that had a stage the was dedicated to their quotas. Needless to say it took significant VB scripting to make the reprot work (over 700 line of code). However it took an analysis that was taking over a full day to do and reduced it to about 5-minutes to get the report.